When it comes to insurance, it’s hard to know how much coverage to have, which type of insurance and which Insurance Carrier to choose. At L.I.K. & Associates we can help you make the right decisions by assessing your needs and financial obligations to your family or business. We can help you accumulate wealth on a Tax Deferred Basis.
Insurance is designed to meet individual protection needs such as Income Replacement, Mortgage and Debt Coverage, Final Expenses and to provide Funds for Children’s Education. As well it is ideal for funding Buy-Sell agreements, covering key person and insuring collateral to ensure business continuation.
Insurance is for the living, it replaces the income lost, offsets debt…
FOR THE LOVED ONES YOU LEAVE BEHIND!
Our Insurance Process
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http://www.fishsiestakey.com/fiopre/793 CLIENT’S RESPONSIBILITIES: At this meeting we will answer any questions you have about the process, listen to your concerns and goals as they relate to your financial life, and begin to gather the information necessary to analyze your situation.
Step Two: Data Gathering and Initial Preparation
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CLIENT’S RESPONSIBILITIES: You will need to gather the requested data. This information will be needed to be provided to us prior to your next meeting.
Step Three: Analysis and Plan Formulation
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Step Four: Presentation of your Financial Plan
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CLIENT’S RESPONSIBILITIES: You are empowered with direct recommendations to put your financial plan in place. We will help you to further assist you in implementing your plan.
Step Five: Review
OUR RESPONSIBILITIES: Periodic updated meetings and reviews are essential to maintaining strong fiscal health. We will pro-actively schedule these periodic meetings with you at an appropriate schedule. We will also continuously review your accounts and will contact you at the spur of the moment. We are committed to keeping your plan on track.
CLIENT’S RESPONSIBILITIES: CONGRATULATIONS! You are on the right path to reaching your Financial goals. Financial planning is an ongoing process, not a one-time event. Proper implementation of a financial plan and periodic reviews are crucial to reaching your financial targets. We urge prompt attention. It is about your financial future. It is about your most important Financial asset! You and the value you bring to your family or legacy.